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How to

How to


Products: AS-B, Edge Server, Enterprise Central, Enterprise Server, AS-P, Virtual Project Servers
Functionalities: Basic Functionality
Product version: 2023, 2024
12/17/2022

Creating a Backup Rule

You create a backup rule on an EcoStruxure BMS server to schedule periodic backups. You can also set up this backup rule to follow a shadow schedule that references a lead schedule managed on another EcoStruxure BMS server.

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The EcoStruxure Building Operation scheduled backups are managed by backup rules, which are conditions that govern behavior. Similar to a scheduled task, a backup rule performs a backup on an EcoStruxure BMS server using three pieces of data: when the backup occurs, what type of data will be backed up, and a comment describing the purpose of the backup.

The EcoStruxure Building Operation software automatically backs up all data on an EcoStruxure BMS server every Sunday at 01:00. However, you can change the backup rule settings. For example, you can change the type of data you want to back up.

You can create your own backup rules to complete different tasks on different EcoStruxure BMS servers. For example, you can create a backup rule that backs up all data on the Enterprise Server twice a day rather than once a week based on the default setting. In addition, you can set up another backup rule for one EcoStruxure BMS server, which acts as the lead, to manage a recurring backup for a group of EcoStruxure BMS servers. For more information, see Backup Rules View .

To create a backup rule

  1. In WorkStation, in the System Tree pane, select the EcoStruxure BMS server you want to configure.

  2. Click the Control Panel tab.

  3. Click Backup rules .

  4. In the Backup rules, click the Add backup rule button

     
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  5. In the Create Object wizard, in the Name box, type a name for the backup rule.

  6. In the Description box, type a description for the backup rule and click Next .

  7. In the Configure Backup Rule page, in the Backup set description box, type a comment up to 255 characters to help identify the content of the backup.

  8. In the Backup content box, select the type of data you want to back up:

    • Select Configuration only to back up the configuration database and custom object type data. For example, use this option to restore data to a replaced server with the same name in the system.

    • Select All data to back up the configuration, historical, and custom object type data. For example, use this option to preserve the configuration and historical data for a specified date and time.

  9. In the Lead rule box, enter a backup rule that references a lead schedule managed on another EcoStruxure BMS server.

  10. In the Enabled box, select Yes to enable the backup rule.

  11. Click Create .

See Also

  • Backup Rules
  • Scheduled Backups
  • Editing a Backup Rule
  • Deleting a Backup Rule